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Family Bank Kickoff Guide
Streamline your Family Bank Kickoff Meeting
1
Cover All the Details
This guide helps you and your partner make sure you've covered all your bases during the planning process, before you sit down with your children.
2
Streamline Your Conversation Flow
There are a lot of details, and you want to ensure you hit on all the important points, while providing a logical flow to unveil the grand plan.
3
Document for Later
"Wait, what did you say Dad?"
It's a lot to digest and remember! By having the details written down, the children can refer back to what you told them as their minds work through everything you discussed.
4
Customize and Update
This guide is in Word Doc format. Modify it to fit your needs - both at launch and as your bank evolves.
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